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QuickBooks Pro Training (Desktop Version)

Learn the essentials of working with QuickBooks Pro. Find out how to create and back up your company's QuickBooks file and quickly set up shop—adding your banking information, credit cards, and historical data to the chart of accounts. You'll also learn how to set up your customers, vendors, employees, and inventory items. The traine will take you through the day-to-day operations that keep your business running: creating estimates, invoices, and sales receipts; processing payments; recording deposits; and printing checks. Plus, learn how to run reports, find data about your business, and close the books, with end-of-year preparations.
Topics include:

  • Setting up a new company file
  • Working with the chart of accounts
  • Adding bank accounts and credit cards
  • Adding service or inventory items
  • Setting up sales tax
  • Adding customer, vendor, and employee profiles
  • Creating estimates and purchase orders
  • Invoicing customers
  • Receiving payments
  • Recording deposits
  • Handling refunds and credits
  • Paying employees
  • Banking online with QuickBooks
  • Sharing QuickBooks with others
  • Running reports


Click here to submit SkillsFuture Credit for Individual

SSG WSG SkillsConnect WDA Absentee Payroll for Company

Course Code: CRS-N-0034723

Course Booking

$298.00

Course Date

Course Time

* Required Fields

Course Cancellation/Reschedule Policy

We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
Note the venue of the training is subject to changes due to class size and availability of the classroom.
Note the minimal class size to start a class is 3 Pax.


Training Grant and Subsidy

Click on this Step by Step SkillsFuture Claim Guide on How to Submit SkillsFuture Claim

Course Details

Module 1. Navigating QuickBooks

  • A tour of the interface
  • Navigating inside each center

Module 2. Working with Company Files

  • Opening and closing an existing company file
  • Setting up a new company file
  • Backing up and restoring a company file

Module 3. Setting Up Shop

  • Working with the chart of accounts
  • Adding bank accounts and credit cards
  • Using account numbers
  • Adding service or inventory items
  • Setting up sales tax
  • Adding vehicles
  • Using the Fixed Assets Manager
  • Editing company information

Module 4. Adding Customers

  • Setting up the customer profile
  • Creating and editing customers
  • Importing customers from another program
  • Working with leads

Module 5. Working with Vendors

  • Setting up the vendor profile
  • Creating and editing vendors

Module 6. Adding Employees

  • Creating and editing employees
  • Creating and editing sales reps

Module 7. Day-to-Day Operations

  • Creating estimates
  • Creating purchase orders for vendors
  • Entering vendor bills
  • Invoicing customers
  • Progress invoicing customers
  • Entering time and mileage against jobs
  • Receiving payments
  • Creating sales receipts for cash sales
  • Viewing reminders for overdue invoices
  • Sending statements to customers
  • Entering credit card charges
  • Recording deposits
  • Paying vendor bills
  • Printing checks
  • Working with jobs

Module 8. Handling Special Cases

  • Taking care of refunds
  • Handling customer credits
  • Voiding invoices and other line items
  • Fixing mismatched data
  • Working with check registers manually
  • Discounts
  • Grouping customers to batch invoices
  • Deleting and marking items inactive
  • Entering statement charges
  • Assessing finance charges
  • Memorizing transactions
  • Reconciling bank accounts

Module 9. Payroll

  • Turning on payroll
  • Setting up payroll items
  • Setting up employees for payroll
  • Paying employees

Module 10. Online Banking

  • Setting up accounts for online banking
  • Reconciling online transactions

Module 11. Sharing QuickBooks with Others

  • Enabling multiuser mode
  • Adding and editing user accounts
  • Keeping QuickBooks up to date
  • Enabling credit card protection

Module 12. Finding Information Quickly

  • Using the Snapshot, Insights, and Bill Tracker tools
  • Searching for data
  • Filtering lists
  • Classes

Module 13. Reports

  • Introduction to reports
  • Navigating and customizing report data
  • Filtering a report
  • Memorizing, exporting, and printing a report

Module 14. End-of-Year Preparations

  • Closing the books

Module 15. Customizing QuickBooks

  • Customizing invoices and forms
  • Setting QuickBooks preferences

Who Should Attend

  1. Business Owners who are using Quickbooks 2016 for accounting and bookkeeping
  2. Accountant who are using Quickbooks 2016

Prerequisite

none

Trainers

Quickbooks TrainerCecilia Foo is the Director of AccounThink Pte Ltd which was incorporated in 2008, providing accounting and consultancy services. She has in-depth knowledge of the different operations and financial needs in construction, trading and service industries. She adopts a client-focused approach by fostering good inter-personal relationship with clients, compliance and corporate governance. With over 15 years of hands-on accounting knowledge with Quickbooks, MYOB and other accounting software, she had helped companies to setup and trained Quickbooks users. Cecilia is a Chartered Accountant (ACCA, UK) and a member of the Institute of Singapore Chartered Accountants (ISCA).

Accounting TrainerGary Chan is a Chartered Accountant (ACCA, UK) and a member of the Institute of Singapore Chartered Accountants (ISCA). He has a MBA in International Business from Henley University (UK) and a Master degree in Strategic Marketing (Ireland). He is an ACTA certified trainer.

Gary has more than 20 years in business and financial management responsibilities in multinationals and local SMEs and more than 10 years’ experience of teaching/training/consulting in financial, business management & development, sales and marketing and leadership.

Finance TrainerTrevor Tan has over 15 years of accounting experience in various MNCs and SMEs, spearheading many accounting projects. He has setup new account using cloud softwares such as Quickbooks and Xero in various industries, and helped to train the users with the cloud softwares over the last 3 years.

Trevor is a member of the Institute of Singapore Chartered Accountants (ISCA) and CPA Australia. He is also an ACTA certified trainer. Trevor finds passion in teaching and has been teaching participants for various subjects from as young as 4 years old to 80 years old for the last few years.

Accounting TrainerLily Ang is the Director of Axis Consulting Services Pte Ltd, providing accounting, corporate secretarial and tax advisory services. She started her career in KPMG and has extensive knowledge of the various operation and financial needs of industries such as retail, trading, estate management and Shared Services Centres. She has in-depth hands-on accounting experiences with software such as QUICKBOOKS, XERO, SAP and MYOB. She has helped companies implemented these accounting software and provided user trainings to get them up to speed.

Lily is a Chartered Accountant (B. Accountancy, NTU) and a member of Institute of Singapore Chartered Accountants (ISCA).

Anna Ng is the founder of her own accounting and business management consulting firm, Vector Business Management. She has helped hundreds of SMEs and business owners on company setup, annual return, financial reporting, tax submission, government grant application such PIC, ICV, iSPRINT etc. She has worked with several accounting software such as Quickbooks, MYOB, Odoo OpenERP for many years. She got a Master of Applied Finance from National University of Singapore.

Customer Reviews (3)

Will RecommendReview by Chen Nyet Ling
1. Do you find the course meet your expectation?
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3. How do you find the training environment
Nil (Posted on 6/2/2017)
Might RecommendReview by Nur Hafidzah
1. Do you find the course meet your expectation?
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3. How do you find the training environment
Nil (Posted on 5/31/2017)
Will RecommendReview by Esther
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The course was helpful as the instructor always linked the case scenarios to real life examples making it easier to understand and more relevant.Thank you :) (Posted on 10/1/2016)

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